Sweeney & Michel’s Vanguard Total Bond Market BND Stock Holding History

Sweeney & Michel’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Buy	3,771 +50	+1%	+$3.67K	0.07%	138
2026 Q1	$275K	Buy	3,721 +24	+0.6%	+$1.78K	0.08%	126
2025 Q4	$275K	Buy	3,697 +49	+1%	+$3.65K	0.08%	123
2025 Q3	$272K	Buy	3,648 +36	+1%	+$2.65K	0.09%	111
2025 Q2	$263K	Buy	3,612 +35	+1%	+$2.55K	0.09%	110
2025 Q1	$259K	Buy	+3,577	New	+$260K	0.11%	104
2024 Q3	$259K	Buy	+3,510	New	+$260K	0.1%	107
2023 Q3	$565K	Buy	8,065 +68	+0.9%	+$4.85K	0.3%	57
2023 Q2	$575K	Buy	7,997 +1,229	+18%	+$90K	0.3%	56
2023 Q1	$492K	Buy	+6,768	New	+$495K	0.26%	63

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sweeney & Michel's BND Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard Total Bond Market (BND) stake by 1.3% in Q2 2026, buying an estimated $3.67K and bringing the position to 3,771 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #138.

Sweeney & Michel first reported a position in BND in Q1 2023 and has held it in 10 quarters since. The position peaked at $575K in Q2 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Sweeney & Michel held 3,771 shares of Vanguard Total Bond Market worth $273K as of Q2 2026.
Sweeney & Michel bought 50 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.67K.
Vanguard Total Bond Market made up 0.07% of Sweeney & Michel's portfolio in Q2 2026, its #138 holding.
Sweeney & Michel first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 10 quarters since.
Sweeney & Michel's Vanguard Total Bond Market position peaked at $575K in Q2 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.